FFO
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Fortitude Family Office’s Moody's MCO Stock Holding History

Fortitude Family Office’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.1K Buy
82
+26
+46% +$11.7K 0.01% 352
2026
Q1 		$24.4K Buy
56
+2
+4% +$946 0.01% 386
2025
Q4 		$27.6K Buy
54
+3
+6% +$1.46K 0.01% 340
2025
Q3 		$24.3K Buy
51
+2
+4% +$1.01K 0.01% 353
2025
Q2 		$24.6K Buy
49
+18
+58% +$8.34K 0.01% 343
2025
Q1 		$14.4K Hold
31
– – 0.01% 464
2024
Q4 		$14.7K Hold
31
– – 0.01% 528
2024
Q3 		$14.7K Hold
31
– – 0.01% 487
2024
Q2 		$13K Buy
31
+14
+82% +$5.57K 0.01% 368
2024
Q1 		$6.68K Hold
17
– – ﹤0.01% 494
2023
Q4 		$6.64K Buy
+17
New +$5.91K ﹤0.01% 512

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Fortitude Family Office's MCO Position: Q2 2026 in Review

Fortitude Family Office increased its Moody's (MCO) stake by 46% in Q2 2026, buying an estimated $11.7K and bringing the position to 82 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #352.

Fortitude Family Office first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fortitude Family Office held 82 shares of Moody's worth $37.1K as of Q2 2026.
  • Fortitude Family Office bought 26 Moody's shares in Q2 2026, an estimated $11.7K.
  • Moody's made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #352 holding.
  • Fortitude Family Office first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.